Welcome to Insure University, we have over 20 years of expertise

Address

3043 Johnson St,
Hollywood, FL 33021

Come On In!

Mon – Fri : 8:00AM – 5:00PM
Closed Weekends

a

Supplemental Insurance Training – Including Short Term, Dental, And Vision

Start Your Supplemental Insurance Training For Insurance Agents

This sales guide goes over all the steps and processes to sell and enroll clients into a Supplemental Insurance plan.

Before You Start Selling…

Make sure you get contracted with Ancillary carriers before you try to sell any plans.

What Is The Sales Process Flow?

Down below is a brief summary of how the Sales Process Flow works. Using this process can take new agents from starting the Ancillary Training to fully trained Ancillary Sales Agents.

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.

Get To Know Your Client

✓ Fill Out Client Intake Form and Gather Information
✓ This can help you determine what type of insurance they need whether it be Health, Dental, or Vision.

Process Quote and Go Over Plans

✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option,
✓ Then Cover More Coverage Options

Process Quote and Go Over Plans

✓ Process A Quote On Whatever Carrier You Land On
✓ View Plans and Prices
✓ Cover Lowest Priced Option,
✓ Then Cover More Coverage Options

Questions To Ask Client

✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?

Questions To Ask Client

✓ What are you looking for?
✓ Do you need dental?
✓ Do you have a high deductible health plan?
✓ Do you need vision insurance?

New To Ancillary Sales?

For the Free Ancillary sales guide use the infographic below. It provides all the steps needed to get your Ancillary sales knowledge on the right track.

New To Ancillary Sales?

For the Free Ancillary sales guide use the infographic below. It provides all the steps needed to get your Ancillary sales knowledge on the right track.

All BenaVest Training

Supplemental Carriers

1Dental contracting
Delta Dental contracting
Manhattan Life contracting
Ameritas contracting
Humana Contracting
pivot health contracting
VSP contracting
National General contracting
IMG contracting
National General contracting
ihc contracting

Are You Ready To Get Started Today And Get Your Supplemental Insurance Training?

Get your training today and start your new journey into the Supplemental Insurance market